Comprehensive Financial Planning’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Comprehensive Financial Planning’s Portfolio DLN Stock Details DLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$42.8K	Buy	445 +3	+0.7%	+$283	0.02%	188
2026 Q1	$39.5K	Buy	442 +2	+0.5%	+$182	0.03%	170
2025 Q4	$38.8K	Buy	440 +2	+0.5%	+$175	0.03%	174
2025 Q3	$38.1K	Buy	438 +2	+0.5%	+$169	0.03%	176
2025 Q2	$35.8K	Buy	436 +3	+0.7%	+$234	0.03%	168
2025 Q1	$34.4K	Buy	433 +1	+0.2%	+$80	0.03%	155
2024 Q4	$33.6K	Buy	+432	New	+$34.4K	0.03%	178

Other funds holding DLN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Comprehensive Financial Planning's DLN Position: Q2 2026 in Review

Comprehensive Financial Planning increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.68% in Q2 2026, buying an estimated $283 and bringing the position to 445 shares worth $42.8K. The position accounts for 0.02% of the portfolio, ranked #188.

Comprehensive Financial Planning first reported a position in DLN in Q4 2024 and has held it in 7 quarters since. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Comprehensive Financial Planning held 445 shares of WisdomTree US LargeCap Dividend Fund worth $42.8K as of Q2 2026.
Comprehensive Financial Planning bought 3 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $283.
WisdomTree US LargeCap Dividend Fund made up 0.02% of Comprehensive Financial Planning's portfolio in Q2 2026, its #188 holding.
Comprehensive Financial Planning first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.